Welcome to our dedicated page for Oppenheimer Hld SEC filings (Ticker: OPY), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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Oppenheimer Holdings (OPY) Q2-25 10-Q highlights
- Revenue rose 13% YoY to $373.2 m, driven by higher commissions (+13%), advisory fees (+7%) and investment-banking fees (+50%). Bank-deposit sweep income fell 18%.
- Profitability: Pre-tax income more than doubled to $32.2 m; net income jumped 111% to $21.7 m. Diluted EPS increased to $1.91 (vs $0.92).
- Six-month view: Revenue up 8% to $741.0 m; net income up 45% to $52.3 m; diluted EPS $4.63 (+41%).
- Margins: Expense growth (+8%) trailed revenue, cutting the comp ratio to 64.1% (66.8% PY). Operating leverage produced a 250 bp pre-tax margin gain to 8.6%.
- Balance sheet: Assets increased 9% since 12/24 to $3.69 b; equity grew 5% to $896.9 m. Bank call loans rose to $323.8 m (vs $252.1 m), boosting short-term leverage; repurchase liabilities declined 8% to $853.1 m.
- Cash flow: Operating cash outflow narrowed to $51.7 m (vs $194.3 m outflow LY); net cash up $4.5 m to $37.6 m.
- Capital return: $0.36/share dividends paid YTD and 0.67 m shares repurchased for $0.7 m; share count stable at 10.52 m.
Outlook implications: Strong fee momentum and cost discipline lifted earnings despite softer sweep income. Rising short-term borrowings and market-sensitive trading balances warrant monitoring, but equity growth and improved cash dynamics support liquidity.
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